Real Estate Tax Strategy
Overview
Real estate taxation involves complex rules around depreciation, passive losses, and capital gains. Wakefield Tax provides strategic guidance specific to real estate investors, from single rental properties to large portfolios. We help identify opportunities through depreciation strategies, 1031 exchanges, and entity structuring while ensuring compliance with passive activity rules. Whether acquiring, holding, or selling properties, we position investors to optimize their tax position at every stage.
Features
Cost segregation study guidance
1031 exchange planning and execution support
Depreciation optimization including bonus depreciation
Rental property income and expense optimization
Real estate professional status qualification
Passive activity loss planning and tracking
Short-term rental vs long-term rental tax treatment
Multi-property portfolio tax strategy
Capital gains planning for property sales
Entity structuring for real estate holdings
Benefits
Depreciation strategies maximized across portfolio
Capital gains planning for property transactions
Property performance tracked for tax optimization
Passive loss limitations navigated effectively
Tax position optimized for real estate investments
